Connective Capital Management, Llc
- Regulatory AUM
- $230M
- Discretionary
- $230M
- Clients
- 2
- Avg AUM / client
- $115M
- Accounts
- 2
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 09, 2026
Investments (13F portfolio — 66 positions, $121,130,772)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Invesco Qqq Tr | UNIT SER 1 | $20,660,158 | 35,795 | 17.1% | 8.98% |
| 2 | Intuitive Surgical Inc | COM NEW | $10,783,478 | 23,392 | 8.9% | 4.69% |
| 3 | Proshares Tr | PSHS ULTRA QQQ | $6,460,998 | 105,918 | 5.33% | 2.81% |
| 4 | Microsoft Corp | COM | $5,313,420 | 14,354 | 4.39% | 2.31% |
| 5 | Apple Inc | COM | $4,918,196 | 19,379 | 4.06% | 2.14% |
| 6 | Palo Alto Networks Inc | COM | $4,753,488 | 29,650 | 3.92% | 2.07% |
| 7 | Shopify Inc | CL A SUB VTG SHS | $4,615,860 | 38,913 | 3.81% | 2.01% |
| 8 | Doordash Inc | CL A | $4,516,362 | 30,079 | 3.73% | 1.96% |
| 9 | Qualcomm Inc | COM | $4,511,292 | 35,031 | 3.72% | 1.96% |
| 10 | Monolithic Pwr Sys Inc | COM | $4,488,202 | 4,105 | 3.71% | 1.95% |
| 11 | Kla Corp | COM NEW | $4,340,665 | 2,948 | 3.58% | 1.89% |
| 12 | Arm Holdings Plc | SPONSORED ADS | $4,334,475 | 28,652 | 3.58% | 1.88% |
| 13 | Ishares Tr | RUS 2000 GRW ETF | $4,221,686 | 13,453 | 3.49% | 1.83% |
| 14 | Applied Matls Inc | COM | $4,220,765 | 12,349 | 3.48% | 1.83% |
| 15 | Exxon Mobil Corp | COM | $4,027,559 | 23,739 | 3.33% | 1.75% |
| 16 | Spdr Series Trust | STATE STREET SPD | $2,969,467 | 23,248 | 2.45% | 1.29% |
| 17 | Mercadolibre Inc | COM | $2,159,546 | 1,249 | 1.78% | 0.94% |
| 18 | Unitedhealth Group Inc | COM | $2,118,449 | 7,829 | 1.75% | 0.92% |
| 19 | Cameco Corp | COM | $2,037,524 | 18,760 | 1.68% | 0.89% |
| 20 | Conocophillips | COM | $2,032,272 | 15,396 | 1.68% | 0.88% |
| 21 | Alphabet Inc | CAP STK CL A | $1,923,489 | 6,689 | 1.59% | 0.84% |
| 22 | Unusual Machs Inc | COM SHS | $1,351,104 | 108,960 | 1.12% | 0.59% |
| 23 | Amazon Com Inc | COM | $1,281,277 | 6,152 | 1.06% | 0.56% |
| 24 | Meta Platforms Inc | CL A | $1,097,345 | 1,918 | 0.91% | 0.48% |
| 25 | Robinhood Mkts Inc | COM CL A | $936,797 | 13,518 | 0.77% | 0.41% |
Top 25 of 66 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $230M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $103M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Connective Capital Emerging Energy Qp, Lp | Hedge Fund | Delaware | $60.2M | 24 |
| Connective Capital I Qp, Lp | Hedge Fund | Delaware | $42.8M | 24 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Romero, Robert, Magnus | Managing Member, Chief Executive Officer | Oct 2004 (22y) | 75% or more | |
| Long, Tao | Chief Compliance Officer | Jul 2022 (4y) | Less than 5% | |
| King Yung Hor | Registered representative | Jan 2025 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $103M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Connective Capital Emerging Energy Qp, Lp | Hedge Fund | $60.2M | $500K | 24 |
| Connective Capital I Qp, Lp | Hedge Fund | $42.8M | $500K | 24 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/09/2026 | 1.38 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 09, 2026.
View current Form ADV (SEC/IAPD) ↗